CollegeInvest looks to help parents and students make better decisions about spending on education beyond high school. Today’s education costs (tuition, room & board, participation fees) are usually only justified financially by a lifetime of income streams – it is a long term investment.
Our goal is to remove the uncertainty and anxiety surrounding this decision. We have taken widely accepted investment principles and created a trusted tool. You bring 5 numbers to a consultation session and the tool will give you a look into your financial future. We realize an education strategy can be influenced by a number of subjective and emotional inputs. Be confident the financial aspects of your strategy are sound.
The CollegeInvest staff consists primarily of financial professionals with significant training and experience in the area of investment and capital allocation.
CollegeInvest is a Malibu Native Partners LLC company.